Trilogy Capital’s Applovin APP Stock Holding History

Trilogy Capital’s Portfolio APP Stock Details APP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.47M	Buy	10,625 +3,471	+49%	+$1.68M	0.21%	82
2026 Q1	$2.85M	Buy	7,154 +1,122	+19%	+$542K	0.13%	130
2025 Q4	$4.06M	Sell	6,032 -2,090	-26%	-$1.32M	0.18%	88
2025 Q3	$5.84M	Buy	8,122 +710	+10%	+$327K	0.27%	59
2025 Q2	$2.59M	Buy	7,412 +991	+15%	+$321K	0.13%	129
2025 Q1	$1.7M	Buy	6,421 +276	+4%	+$95.1K	0.09%	142
2024 Q4	$1.99M	Sell	6,145 -5,903	-49%	-$1.49M	0.1%	147
2024 Q3	$1.57M	Sell	12,048 -2,579	-18%	-$235K	0.08%	151
2024 Q2	$1.22M	Buy	+14,627	New	+$1.13M	0.07%	159

Other funds holding APP

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Trilogy Capital's APP Position: Q2 2026 in Review

Trilogy Capital increased its Applovin (APP) stake by 49% in Q2 2026, buying an estimated $1.68M and bringing the position to 10,625 shares worth $5.47M. The position accounts for 0.21% of the portfolio, ranked #82.

Trilogy Capital first reported a position in APP in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.84M in Q3 2025. 194 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Trilogy Capital held 10,625 shares of Applovin worth $5.47M as of Q2 2026.
Trilogy Capital bought 3,471 Applovin shares in Q2 2026, an estimated $1.68M.
Applovin made up 0.21% of Trilogy Capital's portfolio in Q2 2026, its #82 holding.
Trilogy Capital first reported a position in Applovin in Q2 2024 and has held it in 9 quarters since.
Trilogy Capital's Applovin position peaked at $5.84M in Q3 2025.
194 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.